# Visitor identification vendor questionnaire

Created by Leadpipe. Use with any vendor. Template version: 2026-09-23.
Guide: https://www.leadpipe.com/resources/visitor-identification/

## Buyer scope

- Organization and evaluation owner:
- Required workflow and destination:
- Domains, regions and estimated eligible traffic:
- Required contact/company fields:
- Existing CRM, routing and suppression rules:
- Required trial and purchasing dates:

## Response format

For every answer include: exact plan, documentation URL/date, limitations,
whether demonstrated in our trial, and responsible vendor contact.
Label future roadmap items explicitly. An unanswered requirement remains unresolved.

| Requirement | Vendor answer | Evidence | Observed in trial? | Gap / owner |
|---|---|---|---|---|
| Actual visiting person, visiting company, or suggested contact? | | | | |
| Coverage by requested region and device context | | | | |
| Matching method, uncertainty and unavailable results | | | | |
| Included fields and expected missing-field behavior | | | | |
| Field freshness and meaning of timestamps | | | | |
| Native CRM integration and exact plan required | | | | |
| Webhook/API delivery, retries and deduplication | | | | |
| Existing-owner routing and update behavior | | | | |
| Domain and page exclusions | | | | |
| Existing-customer and do-not-contact suppression | | | | |
| Consent and opt-out handling for our regions/use | | | | |
| DPA, subprocessor list, retention and deletion process | | | | |
| Multi-client access and data separation, if applicable | | | | |
| Credit definition, repeat visits and overage handling | | | | |
| Seats, domains, integrations and extra charges | | | | |
| Contract period, renewal notice and cancellation terms | | | | |
| Export and permitted use after termination | | | | |
| Trial limits and configuration needed for fair comparison | | | | |

## Decision record

- Must-have requirements met:
- Requirements not met:
- Unresolved requirements:
- Total quoted cost, currency, tax treatment and period:
- Quote expiration:
- Buyer privacy/procurement review owner:
- Trial scorecard location:
- Decision and evidence:

Do not treat a marketing claim, a roadmap promise and an observed trial result as
the same evidence. Select the plan that supports the actual workflow.